Job Description

Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfolio of Low-Income Housing Tax Credit assets through all stages of development and stabilization. The firm are growing their Fund Management team and seek a Manager/Assistant Vice President to join the group.

The Role

The Assistant Vice President of Fund & Portfolio Management oversees a portfolio of 15–20 Low-Income Housing Tax Credit funds, managing all financial, tax, and reporting functions from pre-stabilization through asset maturity. This includes oversight of audits, tax returns, capital calls, investor reporting, and financial modeling updates to ensure compliance and performance across the portfolio.

Key Responsibilities:

• Oversee all fund accounting, financial reporting, and cash activity.
• Manage audit and tax processes for both upper-tier and lower-tier entities.
• Review and update fund models, tax credit projections, and IRR calculations.
• Coordinate capital calls, investor reporting, and compliance documentation.
• Review financial and tax deliverables, including cost certifications, DSCR analyses, and 8609s.
• Provide leadership and training to analysts and support staff.
• Maintain proactive communication with investors, partners, and auditors.

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